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BlackDiamond Wealth Management’s Apple AAPL Stock Holding History

BlackDiamond Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.39M Buy
27,222
+2
+0% +$572 3.37% 3
2026
Q1 		$6.91M Sell
27,220
-405
-1% -$105K 3.32% 3
2025
Q4 		$7.59M Buy
27,625
+3,839
+16% +$1.03M 3.7% 2
2025
Q3 		$6.06M Sell
23,786
-103
-0.4% -$23.3K 3.3% 4
2025
Q2 		$4.96M Buy
23,889
+448
+2% +$90.5K 2.87% 4
2025
Q1 		$4.65M Buy
23,441
+1,180
+5% +$273K 3.14% 6
2024
Q4 		$5.57M Buy
22,261
+768
+4% +$181K 3.22% 3
2024
Q3 		$4.82M Buy
21,493
+4,373
+26% +$977K 2.91% 5
2024
Q2 		$3.65M Buy
17,120
+3,205
+23% +$598K 2.4% 5
2024
Q1 		$2.39M Sell
13,915
-734
-5% -$133K 1.7% 15
2023
Q4 		$2.75M Buy
14,649
+1,077
+8% +$199K 2.02% 9
2023
Q3 		$2.31M Buy
13,572
+222
+2% +$40.7K 2.09% 12
2023
Q2 		$2.58M Buy
13,350
+1,004
+8% +$175K 2.18% 9
2023
Q1 		$2.02M Buy
12,346
+875
+8% +$129K 2.07% 13
2022
Q4 		$1.5M Buy
11,471
+678
+6% +$96.9K 1.7% 15
2022
Q3 		$1.64M Buy
10,793
+279
+3% +$43.8K 1.98% 14
2022
Q2 		$1.61M Buy
10,514
+777
+8% +$118K 2.01% 13
2022
Q1 		$1.7M Buy
9,737
+88
+0.9% +$14.8K 2.03% 13
2021
Q4 		$1.71M Buy
+9,649
New +$1.52M 1.97% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BlackDiamond Wealth Management's AAPL Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its Apple (AAPL) stake by 0.01% in Q2 2026, buying an estimated $572 and bringing the position to 27,222 shares worth $8.39M. The position accounts for 3.37% of the portfolio, ranked #3.

BlackDiamond Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BlackDiamond Wealth Management held 27,222 shares of Apple worth $8.39M as of Q2 2026.
  • BlackDiamond Wealth Management bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 3.37% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #3 holding.
  • BlackDiamond Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.